AU

Anglogold AshantiA

NYSE / Materials

At close

2026-07-20

Current thesis

The post-earnings bull case is that record free cash flow, the swing to $868m net cash, unchanged 2026 guidance, and the larger-than-usual shareholder return package together support a higher quality-of-cash-flow narrative rather than a one-quarter spike [#PR-2026-05-08-Q1].

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta +3.7.

What can break

A contractor fatality occurred at Obuasi on April 24, 2026 after quarter-end, and the investigation creates operational and safety overhang risk [#PR-2026-05-08-Q1].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $118.00 · Bull $135.00 · Bear $92.00

Data freshness

Prices

As of 2026-07-20

Fundamentals

As of 2026-07-20 • Vendor: Data Vendor v1

Scores

As of 2026-07-20 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-09 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-20

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $120.33

Why

Momentum29 · Δ7d -6.6

Value64 · Δ7d +1.1

Sentiment82 · Δ7d +3.7

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

-6.6

Δ21d

+16.3

Value

39% active weight

Current posture

7d trendImproving

Δ7d

+1.1

Δ21d

+1.5

Sentiment

34% active weight

Current posture

7d trendImproving

Δ7d

+3.7

Δ21d

+6.7

Why this grade

Composite grade A. Momentum 28.5 / Value 63.7 / Sentiment 81.8

Fundamentals (TTM)

As of 2026-07-20

Market Cap

$37.81B

Beta

0.60

Shares Out

505.01M

P/E (TTM)

19.4

P/S (TTM)

5.21

P/FCF (TTM)

35.84

Rev YoY

+64.8%

EPS YoY

+188.4%

Gross Margin

+51.0%

Op Margin

+40.9%

Net Debt

-$647M

Current Ratio

2.71

As of 2026-07-20 • Updated nightlySource: Internal modelMethodology